Online Financial Planning Advice with Life Coach Financial Strategies

Book a one-one-session via video, phone, and message with a Financial Planner to handle your needs

Message

Have an in-depth conversation with our Financial Planner via the messaging system within our platform
Enter questions that you'd like to discuss within the message consultation. See the sample questions below that we help answer.
Attach any supporting videos, pictures, or documents for our professional to review, including: (insert relevant media / documents that will assist with consultation experience)
Requirements: PC, Tablet, Phone using Chrome or Firefox. For Apple devices, you must have IOS10+

Get Started

Phone

30 minute phone conversation with our Financial Planer. We call the number you provide!
Enter questions that you'd like to discuss within the message consultation. See the sample questions below that we help answer.
Attach any supporting videos, pictures, or documents for our professional to review, including: (insert relevant media / documents that will assist with consultation experience)
Consultation summary provided upon completion. You can access your past consultation summaries at any time
Requirements: PC, Tablet, Phone, Phone using Chrome or Firefox. For Apple devices, you must have IOS10+

Get Started

Video

30 minute video conversation with our Financial Planner. The video consultation is done within our platform, no downloads needed!
Enter questions that you'd like to discuss within the message consultation. See the sample questions below that we help answer.
Attach any supporting videos, pictures, or documents for our professional to review, including: (insert relevant media / documents that will assist with consultation experience).
Consultation summary provided upon completion. You can access your past consultation summaries at any time.
Requirements: PC, Tablet, Phone, Phone using Chrome or Firefox. For Apple devices, you must have IOS10+

Get Started

Questions Straight.Finance will Answer

To maximize your experience, we assist with the following questions

1
RRSP or Mortgage?

Most of us have debt and most working adult Canadians will have RRSP and TFSA room. Some of us have group plans with matching contributions at work as well, just to complicate things. Making sure your cash flow is properly funneled is an important part of financial planning.

2
CPP Now or Later?

If you are 60 then you find yourself making the CPP decision. Do you start it now or defer the payments? Each person's situation is individualize and so is that answer. We can help you make that decision on when the best time for YOU to start your CPP is.

3
I want to buy an investment property, what do I need to know?

Buying your first investment property is a major investment and can be a lucrative one, but take it from the professionals that some precautions should be taken. Do your research, take your time, and ask lots of questions before buying your first investment property.

4
Should I take my pension or commute the value?

Pension or Commuted Value: If you are one of the lucky people with a pension plan you may be trying to decide whether to take the pension or the commuted value. While there are numbers involved, the decision usually incorporates factors that can differ for each person. We can walk you through all those factors so you can make an informed, and appropriate decision for you and your family.

5
What can I do to increase my cash flow?

Your cash flow is the one of the most important factors in your financial life. Understanding your cash flow is all about knowing where your money comes from and where it’s going. Ideally, you have more money coming in than going out — but that’s not the reality for everyone. Learning how to increase cash flow can make a big difference as you work toward your financial goals. We can share with you some tips to increase your cash flow today!

6
Can I afford to Retire?

Nothing is more frustrating than trying to figure out how much to save for retirement. Planning for retirement and figuring out if you can afford it can be a total nightmare. We can help you figure out how much you will need and when you can have the retirement you desire.

About Straight.Finance

Renee is the founder of Life Coach Financial Strategies, where she uses her two plus decades of experience in the financial industry, providing guidance on investments, insurance and financial success strategies. Renee has helped hundreds of people to organize their financial life and find their financial freedom, giving them peace of mind! Combining passion with financial education, she exerts considerable influence on the financial planning industry and helps her clients feel confident about the choices they make with their money!

How it Works

It's extremely easy to use our consulting platform. Follow the simple steps below!

Sign-up

Get started with our platform by clicking the ‘Register’ button in the top right corner. There is no fee to sign-up!

Schedule Appointment

Once in the application, select your preferred communication channel (video, phone, or message) and select an available time slot. For messages, a time slot is not needed and our experts typically respond in 24 hours.

Communicate with your Expert

Our unique communication system provides a high quality video chat with an expert within the browser on your phone or desktop, no app install required! If you don`t have camera, our experts will call you on the phone!